Distillate US Fundamental Stability & Value ETF
DSTL
70 hedge funds and large institutions have $667M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
26% more capital invested
Capital invested by funds: $531M → $667M (+$136M)
19% more funds holding
Funds holding: 59 → 70 (+11)
1.65% more ownership
Funds ownership: 73.19% → 74.84% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$30.1M |
| 2 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
+$22.6M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$10.6M |
| 4 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$5.57M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$8.68M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.96M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$2.63M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.44M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
William Blair & Company
Chicago,
Illinois
| – | -$6K | -170 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -38 | Closed |
|
DSTL Hedge Fund Activity: Q4 2022 in Review
70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2022, worth a combined $667M — up 26% from $531M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DSTL positions and 7 closed out — a net gain of 12 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was Carlson Capital Management, adding an estimated $30.1M. The largest seller was InterOcean Capital Group, cutting an estimated $8.68M.
- 70 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $667M of Distillate US Fundamental Stability & Value ETF stock for Q4 2022, up 26% quarter-over-quarter.
- 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
- The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2022 was Carlson Capital Management, an estimated $30.1M added.
- The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $8.68M sold.
Based on aggregated 13F filings for Q4 2022.